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Portfolio Diversification
Range
Most Diversified
13 instruments
June 11, 2025
Least Diversified
0 instruments
June 4, 2025
Average
12.5 instruments
Most Consistent Holdings
Top 5
IEMA.L96.65%
FLUC.L96.65%
AGGU.L96.65%
FLOA.L96.46%
XGSI.L96.46%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since June 4, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Franklin US Equity UCITS ETF (FRUE.L) | 25.24% | 21.21% | 96.26% | - |
 Amundi Core Stoxx Europe 600 UCITS ETF (MEUS.L) | 12.32% | 9.47% | 96.06% | - |
 Invesco S&P 500 UCITS ETF (SPXS.L) | 11.5% | 12.41% | 95.87% | - |
 Franklin S&P 500 Paris Aligned Climate UCITS ETF (USPA.L) | 9.34% | 0% | 74.8% | 7/6/2026 |
| iShares MSCI EM UCITS ETF USD Acc (IEMA.L) | 8.95% | 9.09% | 96.65% | - |
| iShares Core Global Aggregate Bond UCITS ETF (AGGU.L) | 7.23% | 8.75% | 96.65% | - |
| Xtrackers II Global Government Bond UCITS ETF (XGSI.L) | 4.11% | 4.99% | 96.46% | - |
 Xtrackers MSCI Japan UCITS ETF (XMJD.L) | 3.87% | 3.77% | 96.26% | - |
| Franklin USD Investment Grade Corporate Bond UCITS ETF (FLUC.L) | 3.69% | 4.44% | 96.65% | - |
 Franklin Core US Enhanced Equity UCITS ETF USD Acc (UENH.L) | 3.49% | 18.24% | 19.29% | - |
 iShares USD Short Duration High Yield Corp Bond UCITS ETF (SDHA.L) | 2.06% | 2.5% | 95.47% | - |
 Vanguard USD Emerging Markets Government Bond UCITS ETF (VDEA.L) | 1.23% | 1.47% | 95.67% | - |
| iShares USD Floating Rate Bond UCITS ETF (FLOA.L) | 1.04% | 1.28% | 96.46% | - |
 iShares USD Treasury Bond 1-3yr UCITS ETF (IBTA.L) | 0.77% | 0% | 75.59% | 7/6/2026 |
 iShares USD Treasury Bond 3-7yr UCITS ETF (SXRL.DE) | 0.26% | 1.25% | 21.06% | - |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Franklin US Equity UCITS ETF (FRUE.L) | 26.36% | 27.22% |
| Franklin S&P 500 Paris Aligned Climate UCITS ETF (USPA.L) | 12.21% | 12.47% |
| Amundi Core Stoxx Europe 600 UCITS ETF (MEUS.L) | 12.47% | 12.45% |
| Invesco S&P 500 UCITS ETF (SPXS.L) | 11.27% | 11.68% |
| iShares MSCI EM UCITS ETF USD Acc (IEMA.L) | 8.95% | 9.37% |
| iShares Core Global Aggregate Bond UCITS ETF (AGGU.L) | 8.63% | 7.94% |
| Xtrackers II Global Government Bond UCITS ETF (XGSI.L) | 4.96% | 4.51% |
| Franklin USD Investment Grade Corporate Bond UCITS ETF (FLUC.L) | 4.51% | 4.09% |
| Xtrackers MSCI Japan UCITS ETF (XMJD.L) | 3.76% | 3.87% |
| iShares USD Short Duration High Yield Corp Bond UCITS ETF (SDHA.L) | 2.42% | 2.27% |
| Vanguard USD Emerging Markets Government Bond UCITS ETF (VDEA.L) | 1.42% | 1.36% |
| iShares USD Treasury Bond 1-3yr UCITS ETF (IBTA.L) | 1.23% | 1.13% |
| iShares USD Floating Rate Bond UCITS ETF (FLOA.L) | 1.23% | 1.13% |
Cash & Instruments Over Time
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